Représentant des services financiers
Location
Canada
Posted
1 day ago
Salary
$59.8K - $99.7K / year
Seniority
Senior
Job Description
Représentant des services financiers
Canada Life
• Identifier les besoins des clients, repérer les opportunités et présenter des solutions • Enquêter et résoudre les préoccupations des clients • Tenir des dossiers détaillés des interactions avec les clients • Préparer la documentation et compléter les demandes des clients
Job Requirements
- Permis valide en assurance vie (LLQP)
- Expérience dans le secteur des services financiers, y compris assurance, fonds distincts, concepts de planification financière
- Capacité à cerner les besoins des clients et à repérer les opportunités
- Expérience avec des assureurs tiers considérée comme un atout
- Autonomie, adaptabilité, débrouillardise dans un environnement dynamique
- Approche professionnelle axée sur le client, solides compétences en communication (orale et écrite)
- Grande attention aux détails, précision et rigueur
- Aisance avec la navigation dans plusieurs systèmes et gestion de priorités concurrentes
- Vérification du casier judiciaire et des antécédents de crédit obligatoire
Benefits
- Perfectionnement professionnel: occasions d’avancement professionnel, programme de remboursement de droits de scolarité jusqu’à concurrence de 2 000 $ par année
- Santé et mieux-être: garanties flexibles pour soins médicaux et dentaires, protection de 5 000 $ pour soins de santé mentale
- Congés: vacances, congés personnels, journée dédiée au bénévolat
- Sécurité financière: régime de retraite avec cotisations patronales, plan d’achat d’actions, autres options de placement
- Récompenses et reconnaissance: programmes de reconnaissance, rabais pour les employés, célébration des anniversaires de service importants
- Sentiment d’appartenance: milieu de travail uni et soutenu, groupes-ressources d’employés, programmes de mentorat, comités sociaux, événements
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Lab Attendant
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